East Coast Estate Planning Council Invites You

We are currently accepting reservations on a waitlist the event is full 

November 19, 2019 Joint Meeting With

Palm Beach Tax Institute

Bear Lakes Country Club

1901 Village Blvd., West Palm Beach

5:30-8:30 pm

Valet parking is available at no charge. 

Please join us to hear our speaker Craig Bernstein, OPZ Bernstein discuss "Opportunity Zone Space".

According to the Wall Street Journal, October 23, 2019. "Part of the 2017 federal tax overhaul, allows investors to defer and reduce taxes if they reinvest capital gains in nearly 9,000 low-income communities designated by the federal government as opportunity zones. Funds qualify for the preferred tax treatment by making equity investments in companies or real-estate projects in these communities".

Craig Bernstein is principal at OPZ Bernstein, which recently launched the OPZ Bernstein Opportunity Zone Fund. Craig has over 20 years of real estate experience, and is one of the leaders in the Opportunity Zones industry. He has contributed to stories in the New York Times, Associated Press, and CNBC. And if you’ve ever been to an Opportunity Zone conference, there’s a good chance you’ve heard him speak.

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